• Investing Matters: Protecting Your Business Legacy for Generations to Come

  • Mar 13 2025
  • Duración: 11 m
  • Podcast

Investing Matters: Protecting Your Business Legacy for Generations to Come

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  • Resumen

  • You’ve worked hard to build your business and accumulate wealth, so how do you ensure your legacy is protected for future generations? Jasmine Marichic, Wealth Advisor | Client Relationship Manager, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. Learn how to safeguard your assets, prepare your heirs for financial responsibility, and leverage tools like private giving foundations to create a lasting philanthropic impact.

    Highlights

    1:40 - How and when to distribute wealth

    1:55 - The use of trusts

    4:20 - The importance of a Letter of Wishes

    6:00 - A will can be equal but not fair, and fair but not equal

    7:00 - Are your heirs prepared to manage their inheritance?

    7:55 - Charitable giving and leaving a philanthropic legacy

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